Director, IT & Product Management

About NorthRock

At NorthRock Partners, we help exceptional people live exceptional lives. Our Personal Office® model brings together a dedicated team of advisors, tax professionals, estate attorneys, and investment experts to serve a client base that includes professional athletes, entrepreneurs, and multigenerational families.

What sets us apart? Our culture. At NorthRock, we lead with good energy, serve others first, and commit to excellence in everything we do. We’re a team of curious, optimistic professionals who are always growing, always improving, and always supporting one another. We believe in showing up with humility, precision, and a deep sense of responsibility—not just to our clients, but to each other. Whether it’s a spontaneous team happy hour, a front-row seat cheering on our athlete clients, or a moment of collaboration in one of our offices, NorthRock employees are rooted in purpose, driven by values, and fueled by connection.

Who We Are Looking For

We are seeking a passionate, client-centric, and experienced Technology and Product Management leader who thrives on innovation, collaboration, and driving results. The ideal candidate is strategic, agile, and solutions-oriented, with deep expertise in wealth management technology. You will have a key role in shaping NorthRock’s technology roadmap, elevating operational efficiency, and supporting our growing firm's digital transformation.

About the Role

The Director of IT & Product Management will oversee the full lifecycle of firm-wide technology initiatives, from strategic planning and product management to adoption and support. You will collaborate across departments to enhance infrastructure, improve CRM platforms, and strengthen security, while also managing key vendor partnerships. The pace is dynamic, the work highly visible, and the opportunity to drive meaningful innovation is unmatched.

What You Will Do

• Drive and execute a strategic technology roadmap aligned with firm growth objectives
• Research and implement best practices from RIAs and financial firms to enhance NorthRock’s technology stack
• Lead Agile product development cycles, translating stakeholder input into actionable user stories and ensuring strong adoption
• Strengthen cybersecurity, infrastructure, and data protection strategies to ensure regulatory compliance and scalability
• Manage, optimize, and enhance CRM and application platforms (Salesforce, Black Diamond, eMoney, Wealth.com)
• Improve IT help desk services, implementing automation to enhance employee experience and workflow efficiency
• Act as a strategic partner with external technology vendors, driving value and evaluating emerging solutions
• Foster collaboration between IT, compliance, investment, and operations teams to support cross-functional initiatives
• Implement AI-driven and automation solutions to enhance security, workflow, and risk management processes

What You Bring

• Bachelor’s degree in Computer Science, Computer Engineering, Business, or a related field required
• 8 years of technology product management experience, preferably in financial services or an RIA environment
• Strong understanding of Agile methodologies and experience leading Agile teams
• Deep knowledge of product management processes and full Software Development Lifecycle (SDLC)
• Expertise in CRM management, financial software, and trading tools (Salesforce, Tamarac, Black Diamond, Orion, etc.)
• Strong cybersecurity and compliance knowledge relevant to financial services
• Experience in managing vendor relationships and technology partnerships
• Excellent leadership, communication, and interpersonal skills
• Ability to balance tactical execution with strategic thinking to meet business needs and deliver results

Who you are

• Strategic Thinker: You connect high-level business goals to tactical technology initiatives and create scalable solutions.
• Collaborative Partner: You excel at building trust across technical and non-technical teams to drive innovation and adoption.
• Agile Leader: You’re adaptable and solutions-focused, embracing change and continuously improving processes to deliver results.

Additional Requirements

• Work Authorization: Must be authorized to work in the United States
• Background Check: Successful completion of a credit and criminal background check is required

Compensation & Benefits  

The estimated base pay salary rate for this role is $112,454 - $168,680 per year. Base salaries are determined based on job-related knowledge, skills, experience, and geographical work location. In addition, depending on the role, many roles are eligible for variable pay such as bonuses, commissions, and/or long-term incentives. To energize and inspire, we offer comprehensive benefits, including a company-funded ESOP and strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

Work Conditions

• Physical Requirements: This role requires occasional physical activity such as lifting, moving, and setting up computer equipment (monitors, docking stations, desktops, etc.). Ability to lift up to 25 pounds may be necessary.
• Repetitive Duties: The position involves extended periods of sitting and computer use, as well as repetitive tasks related to troubleshooting and data entry.
  On-Site Presence: While much of the work is performed from a desk or workstation, occasional movement throughout the office is required to provide in-person technical support and attend meetings.
• We are committed to providing reasonable accommodation for individuals with disabilities. If you require assistance or accommodation during the application or employment process, please contact the People Team at PeopleTeam@NorthRockPartners.com.
• NorthRock Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. We provide an inclusive and welcoming environment for all employees and applicants.

Salary : $112,454 - $168,680